Multipage form only one page contained extractable data. Current tax year only gruntworx organize and trades. Current drake gruntworx users can purchase from within drake tax software using the link add to balance on the gruntworx. All the drake company branches and establishments are great working environments. Gruntworx offers a free trial of the software, and telephone support is available.
Drake software is a complete professional tax preparation program for federal and state returns, business and individual. This video provides information on using gruntworx from within drake software. Drake tax software vs asure payroll and tax management 2020. This cuttingedge technology is integrated into drake tax and uses drake documents for scanning, printing and file management. Drake software, gosystem tax rs, prosystem fx tax and ultratax cs. The tax software is fullyfeatured, allowing you to prepare and efile federal and state tax returns for individuals, businesses, tax exempt organizations, and estates. Gruntworx tax automation services are easily accessible in drake software. Drake also includes support for many city and locality tax returns. Drake software is a toptier provider of professional tax preparation software. A unique aspect to drake software is the allinclusive pricing model. You can retain all the features and functionalities of drake software even on the go.
State information information on reject codes, efile mandates, addresses, and efiling. Used by more than 59,000 tax professionals, drake processes more than 33 million federal and state returns. These new user accounts will be used to access the drake support website, the enterprise office manager eom, the online ef database, and the download center. Organize lite, which is for drake software customers only, and organize. Drake software is a tax software solution designed for quick data entry and return processing. Drake documents features necessary for using gruntworx are supplied in drakes january release. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. Gruntworx is another timesaving feature that is integrated with drake professional tax software. Responsibilities include inbound and outbound calling to answer support questions and sales inquiries. Gruntworx, llc, is a drake enterprises company and leader in cloudbased paperless tax workflow systems. Gruntworx is a seasonal position during the tax season usually from january to april. Drake provides the tools and support tax professionals need to build their bu. Email center click any of the email links below to get assistance in that category. These cookies are necessary for the website to function and cannot be switched off in our systems.
View video introducing gruntworx in 30 seconds gruntworx technology will take your unorganized data, organize, sort, tab, and return to you in a bookmarked pdf file. It is a very demanding job and long hours are encouraged. See add gruntworx to your tax practice for more information drake support login required. Jun 05, 20 this video describes gruntworx technology, the benefits of using gruntworx, what you need to get started with gruntworx, and the security of your data. Demo gruntworx and drake software this video provides an overview of the features of gruntworx and demonstrates the builtin features of gruntworx in the drake tax software. Nov 08, 2019 the support rep will work with the support manager to assist with support of all gruntworx products and customers. Frees up tax preparers time to focus on whats important. Gruntworx fits best in firms that use the integrated tax software which includes. Gruntworx supported tax forms gruntworx job status and.
Please disable ad blocker software or add gruntworx to your list of trusted sites. Reduces data entry with accurate data extraction and population into. Originally based in massachusetts, drake moved the company to derry, n. Gruntworx integration must be arranged on the drake web site. When you also include an awardwinning customer service team. As a company, drake software was first marketed in 1977. Gruntworx is well suited for accounting firms of any size. Drake websites are switching from efinbased logins to usernamebased logins. Must have a legal right to work in the united states.
Current drake gruntworx users can purchase from within drake tax software using the link add to balance on the gruntworx submission screen. For urgent problems, please contact drake support at 828 5248020. These are the minimum requirements to run most drake software products. Gruntworx populate andor trades import drake software kb. From bankruptcy to riches, phil drake builds a business empire. Gruntworx is a secure, webbased application that automates the timeconsuming tasks of organizing data and entering it in drake tax. To fully utilize the gruntworx product suite in drake hosted, you must also purchase the monthly subscription to microsoft office for the stations that will be using gruntworx. Federal and state returns can be efiled together or separately if allowed by the specific state. The company drake software was founded in the year 1977 and is a subsidiary of gruntworx, llc. Drake software is dedicated to providing the best value in professional income tax software. More information, tutorials, and cost estimators are available at drake support my account gruntworx integration.
Benefits of gruntworx from within drake software youtube. Our staff of dedicated, onsite support personnel, who have direct access to software programmers, will promptly give you the answers you need. From the data entry toolbar, choose import gruntworx populate job. The admin will set up all other user accounts for the account. The company was founded by a business professional named phil drake. Julie pierce, gruntworx software speaks with editor bob scott, the progressive accountant, about gruntworx s scan and populate tax automation technology that enables clients to. In short, drake on the cloud gives much boost to your productivity to be active anytime anywhere be it home, workplace, or onthego. Using gruntworx from within drake tax drake software. Data from supported tax forms, returned to you in an xml file, can be imported into drake. Grunt worx contact customer support securing your client data is important to gruntworx.
It rapidly grew from a family tax practice into a national brand by providing tax professionals with what they need. Open gruntworx by clicking the icon on the toolbar of the home window of drake tax. Gruntworx offers a free trial of the software, and telephone support is available during regular business hours, or users can use the support request form on the gruntworx website. They are all so kind, and the whole company and its departments work so beautifully together. Feb 11, 2020 drake software is the most accepting, flexible, forgiving, and family oriented company i have ever worked for. Drake software is the tax professionals of the community and the best till date. At the top of the submit jobs tab, select a client from the select client drop list. Converts scanned documents into readable and searchable pdfs and can import data into tax software. Populate accurately extracts information from scanned client documents and inserts it into leading tax preparation software. To select documents for uploading to gruntworx, take the following steps these steps may vary with organize lite. Drake customers wait just seconds to speak with a customer support representative. Return to drake software admin password recovery username recovery. Phil drake is a founder as well as ceo, chief architect and president of drake software.
Please do not email us client data, as it would be unencrypted and not secure. Drake tax software vs turbotax 2020 comparison financesonline. If you have not set up a user account, you must sign in with your efin and efile password. In about an hour, gruntworx organize converts those documents into tabbed, searchable pdf working papers, which are indexed, bookmarked, neatly arranged, and ready for the tax preparation process. Pricing for gruntworx is independent from drake software. Gruntworx is a secure webbased application that automates the timeconsuming tasks of organizing and populating client tax data into drake software. It also allows users to analyze and compare multiple tax years. As a result of the acquisition of gruntworx, drake users now also have an option for paperless tax return engagements and zero data. Learn more about its pricing details and check what experts think about its features and integrations.
Use an easy sidebyside layout to quickly compare their features, pricing and integrations. If you are a new customer, your efile password was included in the email confirming your purchase. Drake software in the cloud offers you the flexibility to work anytime anywhere. Gruntworx can handle most tax office document organization and data entry, freeing tax professionals from time wasted on a clearly tedious task. Drake tax includes all packages for individual and business returns, with the option to file 47 states.
This person will also work with the sales manager to assist with lead generation and renewal outbound calling. Gruntworx overview 1099b, k1, w2 drake software kb. Drake software is a toptier professional tax solution designed for small to mediumsized accounting and tax firms. Knowledge base constantly updated and enhanced with troubleshooting help and business strategies and software issues, to the latest tax news. Organize the core product that provides you with a bookmarked.
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